瞭望 | 锂电池行业如何打赢“反内卷”之战

Core Insights - The article emphasizes the need for long-term strategies and collaboration among government, industry, and enterprises to enhance profitability in the lithium battery sector [2][4][15] - The lithium battery industry is facing severe price competition, leading to a decline in production capacity utilization, which is projected to be below 50% in 2024 despite a built capacity exceeding 2000 GWh [1][4][6] - There is a call for improved management of production capacity and the establishment of exit mechanisms to address the overcapacity issue and enhance the industry's competitiveness [4][7][14] Industry Overview - The lithium battery industry plays a crucial role in supporting electric vehicles and energy storage, with China accounting for over 70% of global production [1] - The industry is experiencing a price war, with battery prices dropping significantly, affecting the profitability of many companies and leading to a decline in research and development investments [1][6][8] Capacity Management - Estimates indicate that the domestic production capacity for power batteries will exceed 2000 GWh in 2024, but the total output will be less than 900 GWh, resulting in a capacity utilization rate of less than 50% [1][4] - Experts suggest implementing precise capacity management and exit mechanisms to control new capacity and reduce excess and outdated production [6][7][14] Intellectual Property Protection - The intense competition in the lithium battery sector has led to issues such as technology infringement and a focus on short-term cost reduction, which hampers innovation [8][10] - There is a need for stronger intellectual property protection to foster innovation and prevent the erosion of market share for quality companies [9][11] Innovation and Application Expansion - Industry insiders advocate for expanding electric vehicle application scenarios and enhancing technological innovation to address the challenges of overcapacity and competition [13][14] - The focus should be on developing diverse application scenarios and investing in advanced technologies such as solid-state and sodium-ion batteries [13][15]